Client Service Specialist Job at RSM US LLP

RSM US LLP Chicago, IL 60606

This position is responsible for both client service and administrative functions necessary to support the client relationship and management of the client engagement to align with RSM’s client experience strategy. This individual must maintain up-to-date and complete knowledge of all aspects of the firm’s engagement management capabilities and software applications for line of business as appropriate and apply objectivity and integrity in the normal course of work.

  • Provide a high level of administrative support to client engagement teams including providing input on planning and engagement management for medium to large-sized engagements under the direction of client service managers.
  • Collaborate with the engagement team on engagement approach to develop key milestones, schedule / timeline and proactively execute on the plan
  • Identify and compile documents needed and follow-up on open items
  • Maintain engagement task lists and ensure items are completed in a timely and efficient manner
  • Execute client communications created by engagement leader and participate in key client meetings where appropriate.
  • Execute on planned client touch points to ensure intermittent RSM and client deadlines are met and escalate any variances to the leaders in a timely manner.
  • Escalate issues that may require corrective action(s) to client service managers and leaders to ensure projects are delivered on time and within budget and scope.
  • Manage time appropriately across multiple projects
  • Actively leverage other client service or other Enterprise Support Services (ESS) resources when needed.
  • Share knowledge, train and mentor other ESS team members.
  • Effectively delegate to and leverage ESS team members to help meet business objectives.
  • Execute standardized processes and improvements within the engagement management process to ensure consistent and efficient services are provided.
  • Occasionally strives generates new ideas and improve efficiencies in engagement management
  • Acts a change agent in implementation of new processes and tools
  • Serve as point of contact for RSM teams to deliver a consistent and positive client experience.
  • Act as liaison between resource management and the engagement team
  • Act as liaison between line of business processing centers of excellence and the engagement team
  • Act as liaison between finance (billing COE) and the engagement team
  • Work with client service manager on regular engagement reporting activities
  • Participate in execution of team initiatives and action items including:
  • Onboarding training for ESS client service specific orientation
  • Assist in delivery of onboarding training of client engagement systems, processes, and procedures for applicable line of business ECS and ESS new hires
  • Participation in conferences or other training
  • Other duties as assigned


Currently, RSM does not intend to hire candidates for entry level positions who will need, now or in the future, RSM sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on RSM’s total rewards, visit our website at https://rsmus.com/careers/working-at-rsm/benefits.html.

If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.




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